CustOS provides an agentic system of operation for enterprise post-sales work, enabling human experts and AI agents to collaboratively manage onboardings, renewals, and accounts within a single platform. The system unifies disjointed tools like CRM, PSA, and CS platforms, ensuring customer context travels seamlessly across handoffs, with AI agents handling continuous tasks while people focus on judgment calls. It is slated for enterprise early access in 2026.
Funding
Funding not disclosed
Founders
Product
Problem
Enterprise post-sales operations rely on multiple disconnected tools—such as CRM, PSA, and customer success platforms—each built for a single role's slice of the customer relationship. This fragmentation breaks the customer story at every handoff, causing commitments to slip and overall account health to remain misleadingly green while churn risk rises.
Solution
CustOS is an Agentic System of Operation that brings post-sales workflows—onboardings, renewals, and account management—into one unified platform where human experts and AI agents operate side-by-side. People handle moments requiring judgment, such as scope decisions, course corrections, and save calls, while AI agents continuously carry the underlying work like context gathering, data reconciliation, and record-keeping. Both lanes work from the same customer truth, ensuring that outcomes defined at the point of sale are consistently delivered at every subsequent step. No information is ever re-asked; answers are pulled, conflicts reconciled, and records kept clean, so each handoff carries the full story forward.
Target Audience
Enterprise revenue and post-sales teams, including customer success managers, onboarding specialists, renewal managers, and professional services consultants, who need to coordinate complex account lifecycles across multiple internal functions.
Features
- Dual-lane architecture separating human-led judgment calls from continuous AI-agent-driven background work
- Unified context layer spanning CRM, PSA, CS, and support tools, eliminating data silos and handoff breakdowns
- AI agents that automatically reconcile conflicting records and maintain clean, up-to-date customer data
- Outcome-based workflow design where deliverables defined at the sale stage are tracked through onboarding, QBRs, and renewals
- Automated preparation for critical moments like quarterly business reviews and save calls, arming teams with the complete account story
- Enterprise-grade platform targeted for early access release in 2026